Alibaba chip strategically important for China AI, but not a near term threat to NVIDIA

SK Hynix HBM push confirms strong AI demand bullish for Micron Technology, but Hynix stays ahead

Singtel drop short term risk remains better to wait, but attractive on deeper dips for yield investors

LongPort - Hotspot
Hotspot

☕️ Daily Market Talk | March 24, 2026

Hi guys ☕️ Big news: Alibaba dropping a new chip? SK Hynix goes all in on HBM. Apple teases a big one at WWDC. Singtel tanks 5.4%. CapLand Ascendas REIT goes big. Plus 6 earnings. What's catching your eye? 👇

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